Cazenove Capital is an Android application that allows clients of a well-known investment firm to securely access portfolio insights, market updates and financial reports.
Portfolio
The platform gives customers a clear overview of their investment portfolio, displaying valuations and performance trends. Users can view asset allocations and profits to make informed financial decisions. Moreover, there are exclusive market insights from expert analysts, keeping clients updated on financial trends. It is possible to receive timely reports on economic movements, strategies and relevant forecasts.
Statements
By digitizing key financial documents, you can download account statements, investment reports and performance summaries at your convenience. A built-in storage ensures important files are always accessible without the need for paper copies. Regular updates keep you informed about portfolio changes and reviews.
On top of everything, you are able to communicate directly with your wealth advisors through an encrypted platform. Confidential discussions remain private, where you are texting or making calls, just like in Signal.
Features
- possible to view live valuations and performance analytics;
- users can track both environmental and social impacts of their investments;
- there is biometric and 2FA security;
- free to download and use;
- compatible with supported Android versions.
